--- title: "Experlogix Document Automation Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Experlogix Document Automation Software - reviews, pricing plans, popular comparisons to other Document Generation products and more." source_url: "https://www.capterra.com/p/10001551/Experlogix-Document-Automation/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Experlogix Document Automation Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Experlogix Document Automation ## What is Experlogix Document Automation? Experlogix Document Automation simplifies and accelerates the generation of business-critical documents through a powerful low-code platform. Users can design intelligent, data-driven templates that dynamically populate with real-time information from integrated systems like CRM, ERP, CPQ, and other applications. This eliminates manual data entry, reduces errors, and ensures consistency across all outputs, whether generating a single document or processing thousands in bulk. With scalable automation and AI-assisted forms, Experlogix enables fast, accurate, and personalized document generation tailored to each customer or business scenario. Documents can be produced in multiple formats and delivered through preferred channels, supporting both internal workflows and customer-facing communications. By transforming document generation into a streamlined, reliable process, Experlogix helps organizations improve operational efficiency, reduce costs, and deliver better experiences at scale. ## What is Experlogix Document Automation used for? [Document Generation](https://www.capterra.com/document-generation-software/)[Proposal Management](https://www.capterra.com/proposal-management-software/)[Document Management](https://www.capterra.com/document-management-software/) Top alternative Featured Overall rating Based on 14 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $12 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Experlogix Document Automation?[Manage this product listing](https://www.g2.com/products/experlogix-document-automation/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Experlogix Document Automation 4.4 (14) VS. [4.7 (4,268)](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/reviews/) Starting Price $12 Per User Starting Price $19.99 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.1 (14) Ease Of Use 4.6 (2,827) Value For Money 4.3 (11) Value For Money 4.3 (2,192) Customer Service 4.5 (14) Customer Service 4.3 (1,962) ## Experlogix Document Automation alternatives [4.7 (2,934)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.4 (118)](https://www.capterra.com/p/228164/Conga-Document-Generation/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.6 (24)](https://www.capterra.com/p/196081/airSlate/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/10001551/Experlogix-Document-Automation/alternatives/) ## FAQs about Experlogix Document Automation Overview ### Which roles and teams benefit most from Experlogix Document Automation? Experlogix Document Automation benefits IT and enterprise systems teams that manage CRM and ERP document processes, templates, and integrations. Product and project managers use it to produce consistent customer and project documents, while recruiters and franchise administrators create standardized forms, agreements, and operational paperwork. Answer based on 14 reviews Overview ### What company size and industries is Experlogix Document Automation built for? Experlogix Document Automation is designed for enterprise organizations (55%) in airlines/aviation, IT services, and machinery, each representing 18% of reviewers. It supports organizations with high document volumes and complex document processes, while also serving small businesses (27%) and midsize businesses (18%), commonly for document generation (37%). Answer based on 14 reviews Features and Usability ### What are the key features of Experlogix Document Automation? Experlogix Document Automation offers document generation, document automation, and template management for creating contracts and other files. It also includes workflow automation, approval process control, digital signature and electronic signature, version control, audit trail, access controls/permissions, and third-party integrations for document and compliance management. Integrations ### Which third-party tools and platforms does Experlogix Document Automation integrate with? Experlogix Document Automation connects natively to Dynamics 365, Microsoft 365, Microsoft Power Apps, Microsoft Power Automate, Microsoft SharePoint, Salesforce Platform, SugarCRM, Docusign, OneSpan Sign, and Sertifi. These integrations cover CRM, productivity, workflow automation, document storage, and e-signature platforms. Answer based on 3 reviews Getting Started and Support ### What training and onboarding options does Experlogix Document Automation offer? Experlogix Document Automation provides in person training, webinars, documentation, and videos to help teams get started. In person training supports guided instruction, webinars offer live online learning, documentation serves as written reference material, and videos provide visual walkthroughs for self-paced review. Getting Started and Support ### What customer support options does Experlogix Document Automation offer? Experlogix Document Automation provides Email/Help Desk, a Knowledge Base, Phone Support, and 24/7 Live Rep support. Reviewer feedback on support experience is not available here, so no claims can be made about response times, helpfulness, or common frustrations. ## Features AI summary Based on 3,868 Document Generation reviews Capterra data shows that buyers of document generation software rank the following features as their top priorities: - **Document Management** (**50%** of reviewers rated this feature as critical) - **Text Editing** (**54%**) - **Document Storage** (**46%**) Experlogix Document Automation supports all three of the features reviewers value most: **Document Management**, **Text Editing**, and **Document Storage**. Together, these capabilities help businesses control document workflows, update content accurately, and keep files organized and accessible, allowing teams to create, manage, and store documents more efficiently. Document Management 4.0 (1) 200.00% of 1 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Electronic Signature 3.0 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Digitally sign online documents Templates 4.9 (7) 114.29% of 7 reviewers that rated this feature as important or highly important Sample files or documents that could be customized as needed or used as is Access Controls/Permissions 3.8 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Multiple Output Formats 4.5 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Create content in various formats, such as print, PDF, HTML and more Workflow Automation 4.5 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Streamlining repetitive tasks and activities through automated and predefined workflows Experlogix Document Automation 50 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Conditional Logic: Capability of a software or system to make decisions and perform actions based on specified conditions - Configurable Workflow: Configure existing workflows to meet your organization's needs - Content Library: Centralized repository to store content and assets - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Contract Drafting: Create, edit, and revise contracts/written agreements - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Signature: Digitally sign online documents - Email Templates: Pre-made examples and templates for emails - Forms Management: Store, manage and track all forms in a centralized location - Full Text Search: Search for specific words or phrases within a document or database - Interaction Tracking: Track interaction history by documenting conversations for contacts - Multi-Language: Manage and support multiple languages - Multiple Format Support: Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12) - Multiple Output Formats: Create content in various formats, such as print, PDF, HTML and more - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Text Editing: Edit text as needed - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.5 (11) 4.5 Based on 11 reviews ## Pricing Value for money 4.3 (11) Free Trial Basic $12.00 Per User, Value for money 4.3 (11) 4.3 Based on 11 reviews ## Integrations [ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[ Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[ Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/)[ Microsoft Power Automate](https://www.capterra.com/p/227210/Microsoft-Power-Automate/)[ OneSpan Sign](https://www.capterra.com/p/121512/OneSpan-Sign/)[ Microsoft Power Apps](https://www.capterra.com/p/228526/Microsoft-Power-Apps/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.5 (14) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (14) 4.5 Based on 14 reviews ## User reviews Overall rating 4.4 Based on 14 reviews Filter by rating Counts reflect reviews available in this feed. 5(9) 4(2) 3(3) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful RE Reviewer Enterprise Systems Analyst Used the software for: 3-5 years ### "Probably the Best Tool Around" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 27, 2026 Excellent with amazing professional services support. Extremely reliable and met every single business case that we came up with. Pros Simple, intuitive approach to Smart Flows, and template creation and management in MS Word. Only a basic understanding of logic and conditions is required to get started. This might be one of the best MS Word plug-in options around. Professional services support is amazing. Cons I did not like that my multiple requests for enhanced features for Adobe Sign were ignored, even if I requested to pay for the development effort. I believe the solution is missing a document preview option to help reduce the overall smart flow execution time, if you decide the preview is bad. We ended up being on a legacy version, so I don't really have any other cons to mention. There isn't much to criticize anyway. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Project Manager Used the software for: Less than 1 year ### "Document Formatting" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 December 15, 2025 Overall, Experlogix Document Automation delivers a powerful and flexible platform that can significantly streamline document-heavy processes and improve consistency across an organization. Its strengths really show when working with complex, data-driven templates and multi-step workflows, where the combination of Word-based design and visual flow automation helps reduce manual effort, errors, and turnaround time. The experience is especially positive in environments already invested in tools like Dynamics 365 or other CRMs, because the tight integrations make it easy to generate accurate documents from live business data. Pros The Document Automation rocks for Word-based templates, no-code Smart Flows, and tight CRM integrations like Dynamics 365. It slashes errors, speeds up docs from draft to signed, and keeps branding consistent. Super user-friendly too. Cons Steep learning curve for advanced flows, occasional complexity in setup, and reliance on solid template/governance practices to avoid maintenance headaches. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. PJ Pascal J. D. IT Director Used the software for: 3-5 years ### "Experlogix Document automation - Perfect partner for CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 December 9, 2025 We have been using Experlogix smartflows for a few years now with Dynamics 365. Saves us a lot of time, money. Ease of use, managing documents with versioning. Pros Document editing, document formatting, ease of use Great customer support. The ability to manager SmartFlows with PowerApps, schedule jobs, ect. gives full power on document automation. Cons Error message not really comprehensive. Each time an error message occurs, we have to ask the customer support for help with increase developping and deploying time. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SI Simon Ian R. Senior Product Manager Used the software for: 3-5 years ### "A very positive Experlogix experience" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 December 5, 2025 From the initial installation through to full implementation, the entire experience has been very good. Pros Experlogix integrated seamlessly with our CRM system, delivering exceptional CPQ and document management capabilities. Our sales team now enjoys an intuitive user experience when configuring our extensive product range and generating professional quotations. Cons I am sorry but I cannot really think of any cons or negatives. The implementation went very well so no cons spring to mind. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JC Jason C. Business Applicaton Administrator Used the software for: 1-3 years ### "Love SmartFlows" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 5, 2025 Overall very pleased the implementation and support we received. 100% would recommend to anyone looking to automate some of their investment proposal processes. Pros The ease of use with SmartFlows within D365 is perfect for our business. It just works. \[sensitive content hidden\] was super helpful assisting with our Docusign connector and setup, saves our Sales folks so much time now that we have an automated digital signature process. He was able to consolidate 5 of our quote versions into 1 composition document, making the output choices so much easier for our team. Cons Documentation could be a bit deeper on advanced topics to allow admins the ability to extend passed some of the more basic functions. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CW Craig W. CRM Manager Used the software for: 1-3 years ### "Reports made easy" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 4, 2025 Compared to the complexity of managing SSRS reports in the past, this experience feels like a dream. Pros Being able to create templates in MS Word and creating flows that pieced together multiple templates into one document Cons Getting used to managing the data sets. Once you understand them, the process is relatively straightforward. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Program Manager Used the software for: 3-5 years ### "Experlogix for MS Dynamics" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 December 4, 2025 This tool is pretty awesome and solves a lot of pain points with template management. Without Smartflows, we'd have to resort to using templates stored in Sharepoint, which is not a good idea. Customer support is also very prompt. Pros Experlogix has a tight integration path with Microsoft Dynamics, which is the platform of choice for the State of NC's Dept of Environmental Quality. We are using Experlogix for templates that are used in Dynamics for automated emails. Cons There is currently no plugin for MS Word on Macintosh OS, so you can only edit smartflow templates in Windows. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer IT Manager Used the software for: 1-3 years ### "Smart Flows Increasing our Efficiency" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 4, 2025 Our experience has been incredible. Experlogix Smart Flows has saved our Legal team hours of work, improved efficiency and reduced our time in deal coming in to when we close with our client. Instead of wasting time redrafting our legal forms, we are spending more time closing deals. Pros Experlogix has helped our team avoid waste of time, and has greatly increased our efficiency drafting documents for our clients. The form creation and document management in experlogix is a smooth and easy tool for our entire team. Cons Our only qualms with Experlogix up to this point was the initial drafting of all of our documents. Anytime we have to change a form, it is time consuming to go into the template in Word and make those changes. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Project Management Coordinator Used the software for: Less than 1 year ### "Nice System but hard to configure" 3.0 Overall Rating 3.0 3.0 Ease of Use 1.0 1.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 3/10 December 4, 2025 From top to bottom the experience has been very long, the configuration made it hard but in the end the result has been more than acceptable. Pros The system works well once it is configured and is pretty stable. The user interface can be set in different ways to make it easy even for a low-skilled user. Cons Configuring the system is pretty hard; I found it tricky to set the configurations and not linear when looking for options that would generate the end-user interface. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Product Manager Used the software for: 3-5 years ### "Experlogix for technical templates" 3.0 Overall Rating 3.0 3.0 Ease of Use 1.0 1.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 December 4, 2025 While Experlogix Document Automation comes with a significant learning curve—especially for users unfamiliar with conditional rules and programmable logic—the payoff is substantial for our business when managing long, complex, and highly technical document templates. Mastering these capabilities enables teams to create dynamic, rule-driven templates that adapt to multiple scenarios, ensuring accuracy, compliance, and personalization at scale. Once implemented, the system reduces manual effort, accelerates document generation, and supports intricate workflows that would be difficult to achieve with simpler tools. Pros Experlogix Document Automation stands out for its exceptional flexibility and adaptability. It empowers our users to design dynamic templates and workflows. By leveraging programmable logic and conditional rules, Experlogix enables us to handle most complex document scenarios. Cons Experlogix Document Automation does have a steep learning curve, primarily because it relies heavily on conditional rules and programmable logic to deliver its flexibility. Users need strong understanding of business logic to define conditions accurately. Knowledge of syntax and rule-building for complex scenarios. Familiarity with data sources and integrations to ensure dynamic content works as intended. This in turn does not make it user friendly. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Lead Expert Used the software for: Less than 1 year ### "Clean and simple to use solution for document generation within D365 CRM" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 August 27, 2023 We were replacing a custom Quote generation iPad app with a more generic cross-ecosystem document generation solution and Experlogix fulfilled it's role really well! Pros We loved the ease of use for our most common scenarios Cons It's slightly more expensive than the popular alternative but it has a more modern interface and slightly easier UI. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer ERP Manager ### "XpertDoc @ ABC Financial Services, Inc." 5.0 May 17, 2017 XpertDoc is an integral part of our day to day operations at ABC Financial Services. We use XpertDoc for contract generation, e-signature collection, document routing, and variety of other uses internally and externally. Support has been fantastic and working with XpertDoc is painless. I have recommended, and would further recommend, XpertDoc to other companies in search of a solution for document generation and management. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Sr. Franchise Admin Specialist ### "The software works very well. It is great." 3.0 September 5, 2015 I just see the benefits of this software. It saves time for us to have it. The only problem is that we have a constant need of change with the document based on needs of our customers, internal users and change of the template which is a difficult problem on how to maintain our budget. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Recruiter ### "Breath of Fresh Air!" 5.0 May 17, 2017 Love what Xpertdoc did with this. Has made my life easier on so many different fronts. Would highly recommend to anyone who wants to make their lives easier! Also found the Xpertdoc employees themselves to be really easy to work with as well. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.